Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.8 years Filed as: MAIRS AND POWER, INC. Service code 27 · EIN 41-0844499 | Advisory (Plan) | $84,670 |
BOULAY PLLP7 years Service code 64 · EIN 41-0887288 | Recordkeeping Fees | $11,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,406 | $54,193+37.3% | $93,606-20.5% | $77,643-4.2% |
| Participation rate | 98.3% | 63.9%+34.3pp | 68.7%+29.6pp | 70.6%+27.7pp |
| Annual return | 17.56% | 30.54%-13.0pp | 133.20%-115.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,086 | $1,168-7.0% | $2,420-55.1% | $2,726-60.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $198 | $576-65.5% | $8,285-97.6% | $430-53.9% |